Kevin Malone
Malone Wealth Ventures · Boise, Idaho
Kevin Malone is a fee-only financial advisor at Malone Wealth Ventures in Boise, Idaho. Kevin focuses on retirement with concentrated positions. Malone Wealth Ventures reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Specialties
Facts
| Firm | Malone Wealth Ventures |
|---|---|
| Based in | Boise, Idaho |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Fees (firm's website) | A $500,000 asset minimum |
| Assets under management | $42.0M across 112 accounts |
| SEC registration | Investment adviser representative in ID, TX · CRD 6443764 |
| Exams passed | Series 66 (2015) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | www.malonewealth.com |
| Profile |
How Kevin's firm compares
- Malone Wealth Ventures's average account is about $375,000, from its Form ADV (assets managed divided by 112 accounts).
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Questions about Kevin
Is Kevin Malone a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Kevin holds no broker registration, and Malone Wealth Ventures reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Kevin charge for financial advice?
Kevin's firm, Malone Wealth Ventures, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
How much does Kevin charge?
According to Malone Wealth Ventures's website, checked October 30, 2026: a $500,000 asset minimum.
Where is Kevin Malone based?
Kevin Malone is based in Boise, Idaho.
What does Kevin specialize in?
Kevin's specialties include retirement with concentrated positions.
Is Kevin Malone registered with the SEC?
Yes. Kevin Malone is registered as an investment adviser representative in ID and TX (CRD 6443764), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does Malone Wealth Ventures manage?
Malone Wealth Ventures reports $42.0M across 112 accounts in assets under management.
How do I contact Kevin Malone?
Through Kevin's website, www.malonewealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- Malone Wealth Ventures website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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